Open any carrier portal, hit record, and walk through the workflow. Sozo captures every click, input, and navigation — then generates a step-by-step SOP with screenshots and video.
Open a carrier portal and click Record. Walk through the workflow naturally — Sozo captures every action, screenshot, and your voice narration.
When you stop, review the captured steps, replay the video, edit field labels, and remove any unnecessary actions before publishing.
Publish to Sozo with one click. Your team gets a shareable SOP with step-by-step instructions, screenshots, and video playback.
Full screen capture of your workflow with audio narration. Replay anytime.
Step-by-step instructions with screenshots, organized by page and action type.
Sensitive data like SSNs and policy numbers are automatically detected and blurred in screenshots.
See captured actions in real-time as you record, with field labels and extracted variables.
Publish directly to Sozo. Your team can view, search, and follow SOPs from any browser.
Replay recordings to verify accuracy. Export as Markdown or Playwright automation scripts.